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use industry practice groups to create value

portrait of a thoughtful businesswoman looking away in office

employ best practices and benchmarking.

by domenick j. esposito
8 steps to great

you know you need marquee clients, but how do you attract, develop and retain them? you do it by attracting, developing and retaining partners with industry, consulting and technical skills.

more by domenick j. esposito
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my basic belief is that accounting and auditing partners are the principal relationship partners in a cpa firm. they are the key to your business and the key to becoming a mid-market sustainable brand.
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featured video

kwaiser: the real reason people stay—or leave | move like this

culture isn’t an initiative—it’s a strategy that drives retention and results.

originally published oct. 13, 2025
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in this episode of move like this, host bonnie buol ruszczyk talks with stacie kwaiser, cpa and ceo of rehmann, about the firm’s nearly three-decade journey toward building a culture where people stay, grow, and lead.

more move

kwaiser began her career in public accounting at coopers & lybrand before joining rehmann, a firm that now employs more than 1,100 professionals across 22 offices. she rose through the audit practice and into firmwide leadership roles, ultimately becoming ceo in 2023. along the way, she experienced—and helped shape—rehmann’s evolution into one of the profession’s most recognized firms for women and equity leadership.
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client accounting services

why policies, processes, and procedures make or break cas | it’s not just the numbers

get more value from the technology you already own. 

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season, dec. 10, 2 pm et, 1.5 cpe  – see today’s special offer

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is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure.

it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

when accountants and bookkeepers talk about building a scalable, profitable firm, the conversation often jumps straight to technology. which workflow app is best? should we move payroll into a dedicated platform? is our practice management system due for an upgrade? 

but as penny breslin and damien greathead emphasize in the latest episode of it’s not just the numbers, software is only as good as the processes that support it. without consistent policies and documented procedures, even the most advanced tech stack will fail to deliver efficiency or profitability. 

more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”

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this lesson is especially crucial for firms offering client advisory services (cas). advisory work depends on reliable, timely data and standardized outputs. if every accountant on the team closes the books differently, it doesn’t just create inefficiency; it undermines the consistency and trust that clients rely on.  read more →

outlook & analysis

pe, m&a will consolidate accounting profession

every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

move to more corporate culture helps ease staffing shortages.

by terry putney
 the rosenberg survey

i expect to see at least 100 to 150 acquisitions made by private equity or pe-backed cpa firms in the next 12 months. i expect to see as many as 15 to 20 of the top 100 firms either be acquired by a pe-backed top 100 firm or take investment from pe and remain independent.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.
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i think we will see between two and five of previous investments made in cpa firms by pe change hands in the next 12 months. up to now, only one major flip has occurred, the new mountain capital sale of their interest in citrin cooperman to blackstone. incidentally, new mountain capital reinvested those proceeds to a great extent with an investment in wipfli and still holds an investment in grant thornton.
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